Conversation

A lazy way to track biz-tech cycles - Ben Evans as a radar to shortlist top trends - Chris Dixon to grok main dynamics once they’re legible - Track with Stratechery once it starts actually working - Switch to Matt Levine when things inevitably go south What, why, how, how-not
5
91
Between stages 3 and 4, the philosophizing of the also-rans who made money but not history is useful triangulation on the peak mythologizing. There’s also an extended dead zone between the Stratechery and Levine stages when there’s a lot of techlash noise but no useful insight.
2
15
The reason it’s a dead zone is you need some real visibility into the mechanics of late-stage grifts before a Levine style tear down is possible, but the signs are available to be wildly misread by axe-grinders of all kinds a few years earlier.